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Belpointe Asset Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Belpointe Asset Management’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$810K Sell
38,388
-28,371
-42% -$614K 0.03% 530
2025
Q4 		$1.46M Buy
66,759
+11,549
+21% +$254K 0.05% 305
2025
Q3 		$1.21M Buy
55,210
+3,908
+8% +$85.4K 0.05% 347
2025
Q2 		$1.13M Sell
51,302
-80,654
-61% -$1.77M 0.05% 325
2025
Q1 		$2.9M Buy
131,956
+7,369
+6% +$158K 0.15% 131
2024
Q4 		$2.81M Sell
124,587
-102
-0.1% -$2.21K 0.17% 124
2024
Q3 		$2.87M Buy
124,689
+713
+0.6% +$16K 0.17% 118
2024
Q2 		$2.64M Buy
123,976
+4,338
+4% +$92.4K 0.18% 107
2024
Q1 		$2.62M Buy
119,638
+1,925
+2% +$43.1K 0.2% 112
2023
Q4 		$2.73M Buy
117,713
+92,953
+375% +$2.07M 0.24% 78
2023
Q3 		$541K Buy
+24,760
New +$553K 0.06% 312

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return